Here at Snap, we've always tried to keep things simple — especially when it comes to the use of our financial planning software. We've always pushed to ensure we keep it simple to use, but that does not mean sacrificing features and flexibility. Because simple does...
Financial Planning Blog
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Financial Planners: Where to Get CE Credits & Industry Updates
As a Financial Advisor, Planner, or Investment Manager, you already know how important it is to invest in your own professional development to continuously improve and update your skills and knowledge. Part of that is going to include staying ahead of industry changes...
How Financial Advisors & Planners Can Grow with Networking & Professional Partnerships
Networking and intentionally developing professional partnerships is crucial for individual business owners in essentially all industries, but for Financial Advisors, Planners, and Investment Managers, it can be really make or break. So much of the work you do relies...
How to Grow Your Financial Advisory Practice with a Referral Program
Providing exceptional service, encouraging client referrals, and implementing a Referral Program. Referral programs are a powerful strategy for Canadian Financial Advisors and Planners to grow their client base. Referral programs involve encouraging satisfied clients...
Financial Advisors: Engage Your Clients in the Financial Planning Process by Starting with a Retirement Vision
As a Financial Advisor or Planner, you already know how challenging it can be to get your existing and prospective clients engaged with the financial planning process. What we have found, in practice, is that starting with creating a retirement vision first can make...
Financial Advisors & Planners Can Now Model the new First Home Savings Account (FHSA) in Snap Projections
For individuals aiming to save for their first home purchase, the newly introduced First Home Savings Account (FHSA) offers substantial advantages. Financial Advisors, Planners, and Investment Managers who use Snap Projections told us that they wanted this new account...
How Financial Advisors & Planners Can Create More Value with Personalized Decumulation Strategies
When should your clients start taking CPP/QPP and OAS? Which accounts should they first draw from when they retire? As a Financial Planner, you already know there are no one-size-fits-all answers to these questions. The reality is, it depends — so how can you provide...
Interactive Financial Planning – A Game Changer In The Client-Advisor Relationship
This article was originally published back in 2016. Today, as we're working to keep this blog updated, this message is a little bit ironic because here we are today, in the last calendar month of 2023, still sharing the same message. It's all about leading with...
Financial Advisors: How to Save Time and Increase Confidence When Using Financial Planning Software
If you want to create more financial plans for more clients, saving time and increasing confidence are likely pretty high on your priority list. But — easier said than done? Only if you're not using the right tools. We speak with Advisors all the time who tell us...
4 Ways Referring Your Colleagues to the Same Financial Planning Software Strengthens the Financial Advisory Community
In the ever-changing world of Financial Advisory services, differentiating from the competition while providing top-notch service to clients is paramount. One essential tool that has revolutionized the industry is financial planning software. Financial Advisors who...
How Top Financial Advisors & Planners Continue to Increase Their Referral Rates
Top Financial Advisors, Planners, and Investment Managers continually refine and enhance their business operations. The financial industry is marked by ever-evolving dynamics, including market shifts, regulatory updates, and advancements in technology. Staying ahead...
Financial Advisory Guide & Case Study: How to Help Your Clients Prepare for the Unexpected
Let’s start with digging into the reasons why Financial Advisors and Planners should be helping their clients plan for the unexpected. Because the video case study addresses 4 specific client questions that are based on planning for those unexpected “what-ifs”, this...